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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,864 | $67,396-85.4% | $60,919-83.8% | $134,545-92.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -61.96% | 50.12%-112.1pp | 16.96%-78.9pp | 418.37%-480.3pp |
| Employer contribution / active EE | $2,965 | $3,101-4.4% | $2,704+9.6% | $4,742-37.5% |
| Participant deferral / active EE | $6,608 | $4,534+45.7% | $3,814+73.2% | $6,401+3.2% |
| Admin fee / account holder | $10 | $4,590-99.8% | $3,228-99.7% | $11,431-99.9% |